Manas ChakravartyGet access to India's fastest growing financial subscriptions service Moneycontrol Pro for as little as Rs 599 for first year. Use the code "GETPRO". Moneycontrol Pro offers you all the information you need for wealth creation including actionable investment ideas, independent research and insights & analysis For more information, check out the Moneycontrol website or mobile app. … [Read more...] about Moneycontrol Pro Weekender: Buy the rumour, buy the news?
There was also a five-year phenomenon at work in April-June. India was in the midst of the Lok Sabha elections and with the government in transition, public spending was limited to routine expenses. Government-funded projects, particularly in roads and highways, would have slowed down during April to May, until the Narendra Modi-government took oath for a fresh term. … [Read more...] about Budget 2020: Moneycontrol manifesto for Modinomics 2.0
We think that a large part of the near to medium term positives is already factored in and hence, we remain on the sidelines. Investors who had bought the stock to participate in a turnaround story and benefited from corporate restructuring can consider the recent rally as an opportunity to book profit. … [Read more...] about Tata Global Beverages: Premium is on business restructuring, valuation fair
China’s pledge shows a likely sharp jump in its imports from the US in times to come. But that’s easier said than done. The big question is, how does China go about the execution part, which may substantially reset its trade ties with other key partners. Second, its agreement and enforcement on prickly issues remains a key factor to watch. … [Read more...] about US, China trade smileys – Equity risk premium now takes a back seat
Of late, there has been a pick-up in DMF sales volume as the chemical manufacturer decided to position the product on a competitive basis. This year so far, DMF volume sale per month is about 900-1,000 tonnes per month, potentially translating into 10,000-12,000 tonne annually. … [Read more...] about Balaji Amines: Anti-dumping probe is just what the doctor ordered